Investment Q&A

Q: hi,
Is the "dividend" paid from ZRE actually treated as "interest" for tax purposes? and therefore, this would be best held in an RRSP? and more generally, in your opinion, which accounts are best for holding CDN vs US dividend stocks, CDN and US growth stocks (ie lots of capital gains ), and fixed income/interest?
cheers and thanks, chris

Q: Can you recommend North American companies that are largely or wholly involved in natural gas.

Q: Hello Team,

What are your favourite etfs for high interest savings account for both CAD and USD?

Thank you!

Q: Can you recommend a chart provider that allows comparison between multiple stocks/ETF’s on a total return basis?

Q: Analysts are suggesting $16.00 target on this stock. Your expert analysis please?

Q: Can I have your thoughts on Opera? It has had a huge increase this year. Also, can you confirm that they are a player in the AI field? Thanks

Q: I'm trying to determine the risk of any potential future SU dividend cut going forward since they did it a few years ago. How does SU's balance sheet compare now to then ? Are there any other things that one can compare today to back in 2020 with this company?

Q: Is US large cap tech too expensive to buy here, or does the AI theme make it have room to run up further?

Q: First is Algonquin dividend "safe" and secondly what is an investor to make of the Starboard 5% stake anouncement . Thanks John

Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your top 3 recommendations at this time that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

Q: if you were to add a new insurer today, which one would you prefer Sunlife, Manulife or one of the others?

Q: Besides TOU I am wondering what your top 2 CDN Nat gas picks are. Looking for companies that have the greatest potential for share price appreciation in a rising gas price environment.

Thanks

Q: What gains should an investor expect if they are in the markets for decades. Assuming they have a diversified portfolio. Clayton

Q: With LLY just acquiring Sigilon Therapy and having some possible game-changing drugs in the pipeline for 2023 could I take a position here with a 5-year time horizon?

Thanks, Lesley

Q: Hello 5i. could you comment if you know the details f the take over offer from Endeavor that Kinross refused. Also what would be the approx. take over price of Kinross.?

Q: What was the cause of the drastic price drop in Sparton Delta. SDE ? How will it affect its future? I can't find any news about the situation.
Mavis

Q: This morning I read your comments on NWH.UN where you stated in your view risk had increased and it didn't need to be owned. I've owned it for quite some time and am still in a plus position on it but admit to not really following it for some time now. Kind of parked it and forgot about it ...... Could you elaborate on your thesis and go over the parts of the business you don't care for and why ? And why risk has increased ? Thanks Garth .....

Q: Good morning team, just for clarity ZDI is not subject to withholding taxes in a tfsa correct? Also is there much overlap between vxc and zdi?
As always, great work.

Q: Hello 5i Team,
I have owned perpetual preferred shares in Brookfield Corp. for many years. They formerly traded under the symbol BAM.PR.M, but after the corporate reorganization/spinoff of Brookfield Asset Management, they now trade under the symbol BN.PR.M, which is the parent company.
1. Has the risk profile of this share issue changed post reorganization/spinoff?
2. Is the issue still considered "investment grade" (Pf1 or Pf2?)
3. What is a good source of information on Canadian preferred shares and their risk
ratings?
Much appreciated,
Brian

Q: These past years, watching energy / utilities has been strategically interesting these, noting that it was a short time ago that renewable utility stocks were shooting for the moon, and energy was so low that oil was selling at a negative to fulfill pipeline contracted deliveries. At its low I recall a reader asking “should I back up the truck” on Suncor. In short your response was no. Nobody likes oil, just look at the price.
Then it all switched. A number of unforeseeable crises such as Ukraine shifted everything.
What is the long term forecast for each? I note that the world is finally ramping scale for electric vehicles, and batteries, a lot faster than building power plants. My hypothesis is thus related. A demand surge for e-cars in years ahead will gradually spike power demand with no concurrent supply leading to average power rates jumping and done winners in utilities. If anything, natural disaster supply shortages in California, Texas and others have highlighted grid vulnerabilities reducing supply and creating spikes for winners.
On the fossil fuel side, I would therefore guess that demand will persist as North America does not support infrastructure to reduce or even maintain electricity costs at present levels.
Any thoughts welcome- this is no longer a new subject but should be among our most important as investors…I’m also looking out at the smoke everywhere and thinking this discussion isn’t going away.
Thanks
Peter